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WEC Energy
WEC

Name Holding Trade Value Shares
Change 		Change in
Stake
SBIA
526
Sheaff Brock Investment Advisors
Indiana
$514K +$102K +1,117 +27%
IRF
527
IBM Retirement Fund
New York
$511K -$337K -3,684 -41%
BFO
528
Boston Family Office
Massachusetts
$510K +$3.47K +38 +0.7%
RJT
529
Raymond James Trust
Florida
$508K +$88.5K +968 +23%
NSAM
530
North Star Asset Management
Wisconsin
$503K – – –
CPWA
531
Cerro Pacific Wealth Advisors
California
$501K -$48.1K -526 -9%
MIM
532
Meridiem Investment Management
United Kingdom
$493K – – –
SS
533
Simplicity Solutions
Minnesota
$492K +$197K +2,160 +74%
FFM
534
Forum Financial Management
Illinois
$487K +$459K +5,021 New
CA
535
Cetera Advisors
Colorado
$485K -$53.5K -585 -10%
WA
536
Wealth Architects
California
$480K +$5.39K +59 +1%
MOS
537
MGO One Seven
Ohio
$476K +$448K +4,903 New
MCM
538
Mill Capital Management
North Carolina
$468K +$441K +4,824 New
GVAG
539
Great Valley Advisor Group
Delaware
$467K -$21.8K -238 -5%
IIM
540
Ipswich Investment Management
Massachusetts
$466K – – –
CA
541
Clearstead Advisors
Ohio
$464K -$6.03K -66 -1%
BOPW
542
Brandywine Oak Private Wealth
Pennsylvania
$461K +$20.1K +220 +5%
LIA
543
LS Investment Advisors
Michigan
$459K – – –
MW
544
Marcum Wealth
Ohio
$459K +$457 +5 +0.1%
BWM
545
Buckley Wealth Management
Nevada
$454K -$20.4K -223 -5%
ACM
546
Advisors Capital Management
New Jersey
$454K +$4.66K +51 +1%
TW
547
TrinityPoint Wealth
Connecticut
$453K +$6.4K +70 +2%
ZIM
548
Zacks Investment Management
Illinois
$453K +$33.5K +367 +9%
IFG
549
Independent Financial Group
California
$452K – – –
DWA
550
Douglass Winthrop Advisors
New York
$447K – – –
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